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Welcome to Fl-Accounting LLC

Your Next Steps to Get Started

We are pleased to welcome you. This page provides the documents and information you need to begin working with FL-Accounting LLC, dba/ Florida Accounting & Advisers.

Welcome graphic for new clients starting tax preparation with FL-Accounting

Client Welcome Package

Getting started is simple. Review the documents below and complete the forms that apply to you.

Then submit the onboarding form below so we can set up your TaxDome client portal.

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Please do not email completed documents.​

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After the form is submitted, we will send your TaxDome invitation and next steps.

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Review the Engagement Letter

Review the terms of our professional relationship and the services to be provided.

Complete the Client Checklist

Use this checklist to gather the information and documents needed to begin.

Complete the Credit Card Authorization

Complete this form only if you are authorizing payment by credit card.

Before You Submit

  •                                         Download the documents that apply to you.

  •                                        Complete all applicable sections.

  •                                        Review your information for accuracy.

  •                                        Save a copy of each completed document.

  •                                        Submit the form below to request your TaxDome client portal.

  •                                        After receiving your TaxDome invitation, upload the completed documents.

  •                                        Do not email completed documents.

  •                                        ​​Do not upload documents that do not apply to your situation.

Confirm Your Documents Are Ready

Please confirm that you have downloaded and completed all applicable onboarding documents.

Submit this form to request your TaxDome client portal invitation.

Confirm Your Documents are Ready

We are Here to Help You Get Started!

If you have questions about the onboarding documents or are unsure which information applies to your situation, please contact us before submitting the forms.

 

We’re happy to guide you through the next steps.

Complimentary Consultation

Let’s Find the Right Support for You

Whether you are starting a new business, organizing existing records, or looking for dependable financial support, we welcome the opportunity to learn about your needs.

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